+0.7%
PL vs HSY
+8.8%
-8.1%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +0.4% | +10.0% | +10.5% |
| 7D | -6.8% | +7.5% | -14.4% | -4.9% |
| 30D | -29.3% | +11.1% | -40.4% | -27.4% |
| 3M | -44.8% | -1.9% | -42.8% | -44.1% |
| 6M | -68.4% | -3.0% | -65.4% | -67.7% |
| YTD | -36.4% | 0.0% | -36.4% | -32.4% |
| 1Y | +0.7% | +9.4% | -8.7% | +8.2% |
| All | +0.7% | +8.8% | -8.1% | +8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HSY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling